2023 Form 5500 filing — Butler Bros. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003071912NAL0010165457001) for Butler Bros. 401(K) Plan, reported by Butler Bros. under EIN 01-0227197 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003071912NAL0010165457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Butler Bros.
- EIN
- 01-0227197
- Plan number
- 001
- Location
- Lewiston, ME
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,669,984
- Net assets (EOY)
- $14,669,984
- Employer contributions
- $260,156
- Participant contributions
- $798,565
- Total income / additions
- $3,180,186
- Benefits paid
- $1,365,077
- Administrative expenses
- $41,809
- Total expenses
- $1,416,008
- Net increase / (decrease)
- $1,764,178
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial | INVESTMENT ADVISOR | $32,713 | $0 |
| The Vanguard Group | CUSTODIAN | $10,671 | $0 |